# Uchechi Kalu

> Uchechi Kalu is a fee-only financial advisor at Greenlight Financial Planning in Los Angeles, California, who holds the CFP credential. Uchechi charges an ongoing planning fee and focuses on small business owners, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/uchechi-kalu/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Greenlight Financial Planning
- **Based in:** Los Angeles, California
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $2.4M across 4 accounts
- **Credentials:** CFP
- **Specialties:** Small business owners, Estate & legacy planning, Tax planning
- **Works with:** Founders, Early-career professionals, Mid-life transitions, Pre-retirees
- **CRD:** 7478143 (https://adviserinfo.sec.gov/individual/summary/7478143)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2022)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://greenlightfp.com

## Frequently asked questions

### Is Uchechi Kalu a fee-only financial advisor?

Yes. Uchechi Kalu is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Uchechi's firm.

### How does Uchechi charge for financial advice?

Uchechi charges an ongoing planning fee.

### Where is Uchechi Kalu based?

Uchechi Kalu is based in Los Angeles, California.

### What does Uchechi specialize in?

Uchechi's specialties include small business owners, estate & legacy planning and tax planning. Uchechi works with founders, early-career professionals, mid-life transitions and pre-retirees.

### What credentials does Uchechi Kalu hold?

Uchechi Kalu holds the CFP credential.

### Is Uchechi Kalu registered with the SEC?

Yes. Uchechi Kalu is registered as an investment adviser representative in CA (CRD 7478143), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Greenlight Financial Planning manage?

Greenlight Financial Planning reports $2.4M across 4 accounts in assets under management.

### How do I contact Uchechi Kalu?

Through Uchechi's website, greenlightfp.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/uchechi-kalu-28020): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://greenlightfp.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.